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Christopher B

Series 63, Series 65

Miami, FL

OSAIC

Christopher Barovich is a financial advisor with OSAIC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at FSC Securities Corporation for 18 years before joining OSAIC in 2023. He also owns a sole proprietorship related to fixed insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel B

Series 63, Series 66

Miami, FL

OSAIC

Daniel Bellina is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc. and Investacorp in various capacities. Bellina has also been licensed as a mortgage broker, providing clients with access to wholesale mortgage pricing. OSAIC serves a broad client base, including individual and institutional investors, offering integrated brokerage and advisory services with platforms supporting managed portfolios, third-party money managers, and automated asset allocation tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Carl G

CFP®, Series 66

Miami, FL

OSAIC

Carl Grund III is a CFP® professional with 17 years of industry experience. He has worked at OSAIC since 2018 and previously spent 10 years at Signator Investors, Inc. In addition to his advisory work, he is engaged as an insurance broker specializing in health and group benefits. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Francisco P

Series 63, Series 65

Miami, FL

OSAIC

Francisco Pascual is a financial advisor at OSAIC based in Miami, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Sagepoint Financial, Securities America, Investacorp, and Tradestation Securities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage, investment advisory, and financial planning services through a large network of advisers and multiple platforms. The firm utilizes asset allocation tools, risk assessments, and access to third-party managers to construct portfolios incorporating a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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